$650MM AUM | $2.9MM Rev in
Boutique independent advisory team managing both fee-based wealth management clients and company retirement plans and whose primary office located in Novi Michigan seeks like-minded, client focused advisers who are looking to transition out of their practice with a growth-minded, caring and supportive high-touch practice. We are two primary advisers with 10 support individuals. If you’ve been contemplating a move to change your future trajectory, please reach out. We look forward to connecting!